# Pennoni Associates INC. 401(k) Plan
Source: https://planprovider.pro/companies/pennoni-associates-inc-plan-001

> Pennoni Associates INC.'s 401(k) plan: 1,365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pennoni Associates INC.

- **Sponsor EIN:** 231683429

- **Sponsor Address:** 1900 MARKET STREET, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Total Participants:** 1,365

- **Total Assets:** $165.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,365|$165.4M|$0|$8.1M|

| 2023|1,469|$143.1M|$0|$7.4M|

| 2022|1,370|$116.1M|$0|$6.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BARSZ GOWIE AMON & FULTZ LLC|Auditor|$28,313|—|$28,313|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,313

- **Estimated Expense Ratio:** 0.017% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$246,499|$106,259|—|$28,313|—|

| 2023|$248,841|$26,731|—|$36,400|—|

| 2022|$262,466|$77,857|—|—|$21,400|

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